{"id":3849440,"url":"https://alion.io/job/osaic-client-support-specialist","title":"Client Support Specialist","company":{"id":2237959,"name":"Osaic\"","domain":"osaic.com","url":"https://alion.io/company/osaic","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":12,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["La Vista, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":45000,"max":48000,"currency":"USD","period":"year","gross":null,"usd_annual":48000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false},{"name":"Windows","optional":false}],"status":"live","first_seen_at":"2026-06-26T00:00:00Z","employer_posted_date":"2026-06-26","last_verified_at":"2026-11-07T04:08:37Z","board_verified":true,"closed_at":null,"days_open":134,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":134},"description":"Current Employees and Contractors Apply Here\nOsaic Careers\nCustomer Service Opportunity in Financial Services\nClient Support Representative\nLocation(s):\nLa Vista:12325 Port Grace Blvd, La Vista, NE 68128\nOsaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.\nRole Type: Full-time, Non-Exempt\nSalary: $45,000-$48,000 per year + annual performance-based bonus\nActual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.\nOur competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.\nSummary:\nOsaic’s Client Support team provides high-quality support to Osaic house account clients by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Osaic’s clients, acting as a key point of contact for their office.\nStarting your career within Osaic’s Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you’ll build a deep base of knowledge by supporting clients, learning core service processes, and developing expertise across Osaic’s platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you’ll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential.\nEducation Requirements:\nHigh School Diploma or equivalent (GED) required\nResponsibilities:\nCustomer Support & Phone Inquiries\nAnswer inbound calls from clients in a courteous, professional, and timely manner\n\nRespond to questions regarding accounts, products, services, and procedures\n\nResearch and resolve issues efficiently, escalating complex matters as needed\n\nDocument all interactions accurately in internal systems\n\nForm Processing & Administrative Support\nReview, verify, and process service forms and requests submitted by clients financial professionals\n\nFollow established workflows and service-level agreements to meet turnaround time expectations\n\nCommunicate with clients regarding missing information or required corrections\n\nQuality & Compliance\nAdhere to company policies, regulatory requirements, and data privacy standards\n\nMaintain accuracy and attention to detail in all customer interactions and transactions\n\nParticipate in ongoing training to stay current on products, systems, and procedures\n\nCollaboration & Continuous Improvement\nWork closely with internal teams to resolve inquiries and improve service delivery\n\nIdentify trends or recurring issues and provide feedback to leadership\n\nContribute to a positive team environment and customer-focused culture\n\nBasic Requirements:\nCustomer-focused mindset\n\nAttention to detail and accuracy\n\nProblem-solving and critical-thinking skills\n\nTime management and organizational skills\n\nMotivated individuals looking to grow a career in the Financial Services industry\n\nMinimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience\n\nProficient with Windows Microsoft Excel, Word, Outlook and Internet\n\nAbility to verbally communicate effectively with the Advisors regarding service issues\n\nAbility to read & interpret company policies, operations manuals, Pershing manuals, & technical guides\n\nPreferred Requirements:\nMinimum 1 years’ experience of brokerage experience\n\nCompletion of the FINRA SIE exam\n\nFINRA Series 7\n\nBachelor’s degree in business, Finance or related field is preferred\n\nPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations\n\nCurrent Employees and Contractors Apply 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